Unclaimed Profile

William Graham Iii Taylor

TAYLOR SECURITIES, INC.·BRENTWOOD, Tennessee

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 79, Series 99TOClean record19 years registeredTAYLOR SECURITIES, INC.

100 WINNERS CIRCLE, BRENTWOOD, TN 37027CRD# 5281005Firm CRD# 17575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Graham Iii Taylor · BRENTWOOD, TN

Registration

CRD #5281005 · TAYLOR SECURITIES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAYLOR SECURITIES, INC.

TAYLOR SECURITIES, INC.

Mar 2025 – May 2025

BRENTWOOD, TN

TAYLOR SECURITIES, INC.

Feb 2018 – Sep 2023

BRENTWOOD, TN

TAYLOR SECURITIES, INC.

Feb 2007 – Jul 2016

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 79

Series 99TO

Registration record

First registered · February 20, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR SECURITIES, INC.

CRD 17575 · SEC 801-44465

AUM

$261M

Regulatory assets under management

Employees

344 client accounts

Services offered by TAYLOR SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAYLOR SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does William Graham Iii Taylor offer?

William Graham Iii Taylor specializes in Investment Management, Fee-Only Advisory.

What are William Graham Iii Taylor's credentials?

William Graham Iii Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Graham Iii Taylor located?

William Graham Iii Taylor is based in BRENTWOOD, Tennessee, last registered with TAYLOR SECURITIES, INC..

How does William Graham Iii Taylor charge for services?

William Graham Iii Taylor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR SECURITIES, INC.?

TAYLOR SECURITIES, INC. has approximately 7 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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